Let us help you grow more than wealth


Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

Value statement

I help professionals - medical, legal, business and athletic - simplify their financial lives by providing a central source for financial service through planning and implementation of wealth management strategies, which allows them more personal time.


Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Woman checking stocks

Technical update: Signs of rotation support rebalancing portfolios

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

Read more

Bulletin Board